VTIGER CRM BUILD PACKAGE

FOR AN EXISTING, STRUCTURED BUSINESS

For small businesses with some systems already in place, you have existing data and it needs to be organised. This is for businesses that are in the category of "We kind of track things" to "We want complete tracking"

What it is

Beyond the basic CRM setup, this is the core foundation where I will design and integrate the contacts, organisations and sales modules to function together similar to the new business package. However, this one is extended to carry out additional modules, extended automations, forms, integrations and a design component.

Inclusions

• CRM account setup on Vtiger

• Core modules configured:

  • Leads

  • Contacts

  • Organisations

  • Deals / Pipeline

  • Projects

  • Advanced Quoting

  • Invoicing

  • Employees

  • Timesheets

• Multiple dashboards (project results + employee productivity + sales + activity visibility)

AUTOMATION, INTEGRATION & CUSTOMISATION

• Email integration (Gmail / Outlook)

• 5x Basic automation:

  • Lead capture → CRM

  • Simple follow-up reminder workflow

• 5x Advanced Automations

• Total of 40 custom fields to be used in any module

• 2x Integration to external platform (Xero, Website Form or 2 integration via Zapier)

• 5x Reporting Automations

• 5x Custom Print Forms / Documents

• 1x Branding and digital designs for documents used on CRM

• Data import (up to 2,000 records)

TRAINING

• 1x onboarding session (120 mins)

• 3x post onboarding training Q&A (60 mins)

Exclusions

• Any ongoing fees or upgrade fees from external platforms such as Vtiger, WIX, Zapier and more.

• Ongoing Support & Optimisation by Request Only